Position in CMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$175,449
+$56,009 QoQ
Shares Held
246
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,835
of 2,094 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026RICHARDSON FINANCIAL SERVICES INC. holds $1,084,915 across 11 Specialty Industrial Machinery names. CMI ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
461 | $450,913 | |
| 2 | GEV |
GE Vernova Inc.
|
268 | $314,861 | |
| 3 | CMI |
Cummins Inc
This page
|
246 | $175,449 | |
| 4 | WTS |
Watts Water Technologies Inc
|
109 | $42,668 | |
| 5 | CR |
Crane Co
|
150 | $33,460 | |
| 6 | EMR |
Emerson Electric Co
|
185 | $26,482 | |
| 7 | ROK |
Rockwell Automation, Inc
|
48 | $23,763 | |
| 8 | ITW |
Illinois Tool Works Inc
|
35 | $9,466 |
All Filings in CMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,449 | 246 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $119,440 | 222 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $118,934 | 233 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $86,585 | 205 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $44,867 | 137 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $38,866 | 124 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||